LCAP

Principal Capital Appreciation Select ETF

1 year +15.3%

Assets$1.88BPrincipal Funds

Fee0.29%a year

Yield0.1%

This year+13.2%

5 years–a year on average

Components55top 10: 43%

Returns

This year +13.2% 1 year +15.3% 3 years, yearly – 5 years, yearly – 10 years, yearly –

The fund's own total return. Volatility 11.6% over one year, 0.0% over three; Sharpe ratio over three years 0.00.

Sectors

Technology36.6%

Financial Services13.1%

Healthcare11.5%

Communication Services9.1%

Consumer Cyclicals8.9%

Industrials8.6%

Consumer Defensive4.9%

Energy3.6%

Real Estate2.0%

Utilities1.4%

Basic Materials1.1%

Regions

North America99.1%

Europe Developed2.7%

Asia Developed1.0%

Asset classes

Stock US92.5%

Stock non-US3.4%

Cash3.0%

About the fund

Issuer: Principal Funds
Since: 2025-03-25
Listed on: BATS
ISIN: US74255Y6804

The fund invests primarily in equity securities of U.S. companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. Although there is no restriction on the size of the companies in which the fund invests, most of the fund's investments typically include companies with a market capitalization range over $10 billion at the time of purchase. The fund is non-diversified.

From the market data provider's fund data, read 2026-10-25. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.